Group 1 - The "Nuclear" Green Energy Industry Docking Conference was held in Alxa League, focusing on building partnerships between local enterprises and China General Nuclear Power Corporation (CGN) [1] - Over 60 companies from various sectors, including renewable energy and equipment manufacturing, participated in the conference, showcasing Alxa's advantages in the new energy industry [1] - A total of 15 projects were signed during the conference, with a planned total investment of 12.37 billion yuan, covering areas such as wind power equipment manufacturing and green hydrogen production [1] Group 2 - CGN has been actively investing in Inner Mongolia since 2007, focusing on wind, solar, storage, and pumped storage sectors, promoting a green energy transition [2] - The company aims to leverage its core advantages in technology research and resource integration to drive high-quality development in Alxa [2] - The conference introduced a new model of "leading enterprises + chain-based investment," successfully activating an entire industrial chain through the introduction of key players [2]

Core Viewpoint - The China General Nuclear Power Group's Yantai Zhaoyuan 400 MW offshore photovoltaic project has successfully achieved full-capacity grid-connected power generation, marking a significant milestone in China's offshore solar energy development [3][4][6]. Project Overview - The project consists of 760,000 offshore photovoltaic modules and has a total sea area of 512.7 hectares, which is 25 times the area of the National Stadium (Bird's Nest) [4][5]. - It is the first fully grid-connected pile foundation offshore photovoltaic project in China, utilizing domestically developed bifacial double-glass photovoltaic modules [3][4]. Energy Production and Environmental Impact - The project is expected to generate an average annual power output of 694 million kWh, sufficient to meet the electricity needs of approximately 400,000 households [4][5]. - The annual power generation can reduce coal consumption by about 208,700 tons and cut carbon dioxide emissions by approximately 535,800 tons, equivalent to afforestation of 1,562 hectares [5]. Technical Innovations - The project employs a nearshore pile foundation structure, which is more resilient to typhoons and ocean currents compared to floating structures, making it suitable for complex marine environments [5][6]. - It has developed innovative technologies, including a large-span bolt-ball steel grid and spiral tapered steel pipe piles, enhancing the stability and load-bearing capacity of the photovoltaic support structures [12][13]. Construction Challenges and Solutions - The project faced significant construction challenges due to deep water conditions (8.5 to 11 meters) and harsh marine environments, including high winds and tidal influences [11][15]. - To address these challenges, the project team implemented a construction method that combines land assembly and offshore installation, significantly improving efficiency and safety [16]. Industry Implications - The successful implementation of this project contributes to the establishment of a complete set of construction processes for offshore photovoltaic projects, which can be replicated in similar future projects [16][17]. - The project aligns with China's dual carbon goals and is expected to drive the development of offshore photovoltaic energy as a key component of the energy transition in coastal provinces [9][20].

Group 1: Nuclear Power Stocks Performance - Nuclear power stocks in Hong Kong experienced a significant increase, with China General Nuclear Power Corporation (01164.HK) rising by 20.48%, China National Nuclear Corporation International (02302.HK) increasing by 12.74%, and China General Nuclear Power New Energy (01811.HK) up by 4.39% [1] Group 2: Meta's Long-term Power Purchase Agreement - Meta has signed a 20-year power purchase agreement with Constellation Energy to buy approximately 1.1 gigawatts of power from the Clinton Clean Energy Center starting June 2027, which is the total output of one nuclear reactor [2] - Constellation plans to invest in increasing the output of the Clinton nuclear plant and is considering building a second reactor, which has received federal approval [2] Group 3: Tech Companies' Interest in Nuclear Power - Major tech companies are increasingly engaging in transactions with the nuclear power industry, which may accelerate the construction of data centers needed for the global AI race [2] - In March, tech giants including Amazon and Google signed a commitment to triple the global nuclear power capacity by 2050 under the leadership of the World Nuclear Association [2] Group 4: Energy Demand in the AI Era - The demand for power from AI supercomputing centers is substantial, with individual centers requiring up to 500 megawatts, equivalent to the peak electricity usage of San Francisco [4] - Goldman Sachs noted that the demand for AI computing and data centers is driving global electricity consumption growth at a rate of 2.5%, significantly higher than the average over the past decade [4] - The global uranium market is heading towards a structural shortage, expected to accelerate by 2025, with a projected shortfall of 130 million pounds by 2040 [4]

Group 1 - China General Nuclear Power Corporation (CGN) Mining (01164.HK) increased by 20.48% [1] - China National Nuclear Corporation International (02302.HK) rose by 7.48% [1] - China General Nuclear Power New Energy (01811.HK) saw a gain of 2.19% [1]

● 本报记者 刘丽靓 五月的山东莱州湾，76万块海上光伏组件铺就海上"蓝色电站"，38台百米高的白色风机矗立于碧波之上 揽风聚能。日前，中国证券报记者深入这片海域，见证中广核烟台招远400兆瓦海上光伏项目全容量并 网，莱州海上风电与海洋牧场融合项目加速推进的景象。这片由科技与自然共舞的清洁能源矩阵，正将 海上风与光加速转化为澎湃的绿色电能。 （下转A02版） （上接A01版）"中广核坚持创新驱动发展，联合产业链攻克海洋环境适配技术，项目团队在光伏组件 研发应用、支架单元技术设计以及海上打桩等方面打造三大创新应用，取得显著成效。"中国广核新能 源控股有限公司党委副书记、总经理李光明表示。 项目现场，覆盖近500公顷海域的蓝色光伏组件舒展至海天相接处，这片"蓝色海洋"下方，4400多根管 桩发挥着关键支撑作用。中广核烟台招远400兆瓦海上光伏项目经理付红星透露，该项目研究形成了"多 管桩高精度同步定位"等桩基施工工艺，并研发建造了"电建海装001号"新型打桩船，是全国首台（套） 海上光伏智能高效打桩装备。在实际应用中，通过"北斗+GPS"双重精准定位方式，实现桩基位置精准 度控制在厘米级。 "中广核烟台招远400 ...

Core Viewpoint - The Yantai Zhaoyuan 400 MW offshore photovoltaic project by China General Nuclear Power Group (CGN) has successfully connected to the grid, marking a significant milestone as China's first fixed foundation offshore solar project [1][3]. Project Overview - The project is located in the Laizhou Bay area of Yantai, Shandong Province, covering a total sea area of 512.7 hectares and connecting to a 220 kV land booster station via 16 sets of 35 kV collection lines [1][3]. - Construction began on December 26, 2023, in water depths ranging from 8.5 to 11 meters [3]. Environmental Impact - The project is expected to generate an average annual power output of 694 million kWh, which will reduce standard coal consumption by approximately 208,700 tons and cut carbon dioxide emissions by about 535,800 tons, equivalent to afforestation of 1,562 hectares [3][4]. Technological Innovations - The project team has developed three major innovative applications in photovoltaic module research, support unit technology design, and offshore piling [3]. - CGN has collaborated to create the first domestically adapted monocrystalline silicon heterojunction bifacial double-glass modules for marine environments, achieving a photoelectric conversion efficiency of 22.86% [3]. - The project consists of 121 generating units, each made up of 6 to 8 photovoltaic support units, utilizing a pioneering "large-span bolt ball steel grid + spiral tapered steel pipe pile" technology to create a "super support" for photovoltaic systems [3][4]. Construction Techniques - The project has developed high-precision synchronous positioning techniques for pile foundation construction and built the "Electric Construction Marine Equipment No. 001," which is the first intelligent and efficient piling equipment for offshore photovoltaic projects in the country [4]. Regional Significance - The successful grid connection of the Yantai Zhaoyuan 400 MW offshore photovoltaic project is expected to significantly promote the transformation and upgrading of the regional energy structure, contributing to the establishment of a diverse and complementary energy supply system and supporting the development of a modern marine economy [4].

中广核烟台招远400兆瓦海上光伏项目位于山东省招远市莱州湾海域，光伏场区距海岸最近距离2公里，最远距离6.2公里，总用海面积512.7公顷，通过16回 35千伏集电线路接入220千伏陆上升压站。 answ 1 . . . . . 7 of the state - 44 12 17 11 AS ( (1) s P 12 150 10% 9 P s 0 % A 1 山东省能源局副局长孟凡志表示，山东省大力发展新能源和可再生能源，坚持全域统筹、海陆并进，加快推进大型清洁能源基地建设，全力打造能源绿色低 碳转型示范区。中广核烟台招远400兆瓦海上光伏全容量并网发电，将有效推动区域能源结构转型升级，对于加快构建多元互补的能源供给体系、助力打造 现代海洋经济发展高地具有积极意义。 海洋环境具有高盐雾、高湿度、高风载、高洋流冲击等特性，对组件的材料防腐、结构特性、系统稳定性等提出较高要求。针对项目环境特性，中广核联合 产业链伙伴研发国内首批适应海洋环境的单晶硅异质结N型双面双玻组件，光电转换效率达22.86%，组件双面率大于85%。通过该组件的研发和应用，中广 核取得"纳米全钝化接触晶硅异质结双面太阳能电池及其制造方法"等 ...

Stock Options - The total number of shares available for issuance under the stock option plan is 429,082,400 shares, representing approximately 10.0% of the total issued shares as of the report date[6] - The company has confirmed that all stock options previously granted under the stock option plan have expired, resulting in no shares available for issuance under the plan[6] Board of Directors - The board of directors consists of 7 members, including 2 executive directors and 5 non-executive directors[7]

中广核新能源公告，根据初步统计，2025年4月公司及其附属公司按合并报表口径完成发电量1677.7吉 瓦时，较2024年同比增加5.7%。其中，中国风电项目增加18.1%，中国太阳能项目增加15.5%，中国水 电项目减少56.9%及韩国项目减少11.4%。截至2025年4月30日止四个月，本集团今年累计完成发电量 6448.7吉瓦时，比2024年同比减少1.5%。其中，中国风电项目增加3.4%，中国太阳能项目增加10.3%， 中国水电项目减少24.3%及韩国项目减少11.1%。 ...